Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Evelyn Partners Investment Management Services Ltd

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003428

Total Value
$744.9M
Positions
266
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (266)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT103,350$53.5M7.19%
2ALPHABET INCGOOG176,224$42.8M5.75%
3AMAZON COM INCAMZN179,297$39.4M5.28%
4VISA INCV95,669$32.7M4.38%
5STRYKER CORPORATIONSYK68,339$25.3M3.39%
6NVIDIA CORPORATIONNVDA128,841$24.0M3.23%
7BERKSHIRE HATHAWAY INC DELBRK-A47,011$23.6M3.17%
8TAIWAN SEMICONDUCTOR MFG LTD87403910083,234$23.2M3.12%
9GOLDMAN SACHS GROUP INCGSCE24,826$19.8M2.65%
10JOHNSON & JOHNSONJNJ98,438$18.3M2.45%
11META PLATFORMS INCMETA24,664$18.1M2.43%
12BOOKING HOLDINGS INCBKNG3,273$17.7M2.37%
13DISNEY WALT CO254687106149,965$17.2M2.31%
14CHUBB LIMITEDCB59,858$16.9M2.27%
15AUTOMATIC DATA PROCESSING INADP57,483$16.9M2.26%
16CRH PLCCRH128,220$15.4M2.06%
17MCDONALDS CORPMCD50,486$15.3M2.06%
18THERMO FISHER SCIENTIFIC INCTMO29,653$14.4M1.93%
19APPLE INCAAPL53,531$13.6M1.83%
20ARISTA NETWORKS INCANET90,119$13.1M1.76%
21MASTERCARD INCORPORATEDMA20,738$11.8M1.58%
22MONDELEZ INTL INC609207105176,784$11.0M1.48%
23WHEATON PRECIOUS METALS CORPWPM91,636$10.3M1.38%
24ZOETIS INCZTS66,820$9.8M1.31%
25INTUITIVE SURGICAL INCISRG20,823$9.3M1.25%
26FRANCO NEV CORPFNV38,264$8.5M1.14%
27INTUITINTU11,512$7.9M1.06%
28PEPSICO INCPEP54,255$7.6M1.02%
29COLGATE PALMOLIVE COCL91,397$7.3M0.98%
30VANGUARD INTL EQUITY INDEX F92204274251,018$7.0M0.94%
31JPMORGAN CHASE & CO.VYLD22,029$6.9M0.93%
32SPROTT ASSET MANAGEMENT LPSII185,647$6.8M0.91%
33PROCTER AND GAMBLE CO74271810943,125$6.6M0.89%
34S&P GLOBAL INCSPGI12,799$6.2M0.84%
35INVESCO QQQ TRIVZ10,000$6.0M0.81%
36AUTOZONE INCAZO1,395$6.0M0.80%
37LINDE PLCLIN12,419$5.9M0.79%
38ELI LILLY & COLLY7,288$5.6M0.75%
39COCA COLA COKO82,405$5.5M0.73%
40ACCENTURE PLC IRELANDACN21,544$5.3M0.71%
41NASDAQ INCNDAQ58,085$5.1M0.69%
42MCCORMICK & CO INCMKC-V76,779$5.1M0.69%
43WATERS CORP94184810316,515$5.0M0.66%
44SMURFIT WESTROCK PLCSW113,517$4.8M0.65%
45SPDR GOLD TRGLD12,405$4.4M0.59%
46LAM RESEARCH CORPLRCX32,645$4.4M0.59%
47TJX COS INC NEW87254010927,363$4.0M0.53%
48PAYPAL HLDGS INCPYPL54,557$3.7M0.49%
49VANECK ETF TRUST92189F10644,592$3.4M0.46%
50FERGUSON ENTERPRISES INCFERG14,900$3.3M0.45%
51LITMAN GREGORY FDS TR53700T827121,477$3.3M0.45%
52ADOBE INCADBE8,716$3.1M0.41%
53IDEX CORP45167R10418,589$3.0M0.41%
54AGNICO EAGLE MINES LTDAEM16,660$2.8M0.38%
55ELECTRONIC ARTS INCEA12,528$2.5M0.34%
56BANK AMERICA CORP06050510446,974$2.4M0.33%
57PROLOGIS INC.PLDGP19,733$2.3M0.30%
58NEWMONT CORPNEMCL25,116$2.1M0.28%
59AMPHENOL CORP NEW03209510117,072$2.1M0.28%
60PALO ALTO NETWORKS INCPANW9,954$2.0M0.27%
61CME GROUP INCCME7,325$2.0M0.27%
62MCCORMICK & CO INCMKC-V28,911$1.9M0.26%
63UNITEDHEALTH GROUP INCUNH5,416$1.9M0.25%
64VANGUARD INTL EQUITY INDEX F92204286620,999$1.8M0.25%
65NORTHROP GRUMMAN CORPNOC3,020$1.8M0.25%
66ALPHABET INCGOOG7,357$1.8M0.24%
67EATON CORP PLCETN4,782$1.8M0.24%
68ETFS GOLD TR00326A10448,267$1.8M0.24%
69VANGUARD WORLD FD92204A30612,976$1.6M0.22%
70ROPER TECHNOLOGIES INCROP3,236$1.6M0.22%
71BROADCOM INCAVGO4,700$1.6M0.21%
72CADENCE DESIGN SYSTEM INCCDNS4,408$1.5M0.21%
73SERVICENOW INCNOW1,628$1.5M0.20%
74AMERICAN TOWER CORP NEW03027X1007,700$1.5M0.20%
75GLOBAL X FDS37954Y87127,827$1.3M0.18%
76AIR PRODS & CHEMS INCAIIR4,631$1.3M0.17%
77BARRICK MNG CORP06849F10837,968$1.2M0.17%
78EXXON MOBIL CORPXOM10,715$1.2M0.16%
79NETFLIX INCNFLX971$1.2M0.16%
80CANADIAN PACIFIC KANSAS CITYCP15,071$1.1M0.15%
81BLACKROCK INCBLK872$1.0M0.14%
82MSCI INCMSCI1,767$1.0M0.13%
83WALMART INCWMT9,721$1.0M0.13%
84COSTCO WHSL CORP NEW22160K1051,081$1.0M0.13%
85HONEYWELL INTL INC4385161064,733$996,2970.13%
86VANGUARD INDEX FDS9229086293,096$909,4190.12%
87NIKE INCNKE12,560$875,8090.12%
88GE AEROSPACE3696043012,879$866,0610.12%
89ABBVIE INCABBV3,662$847,8990.11%
90ISHARES INC46428680619,610$815,9720.11%
91INTERNATIONAL PAPER CO46014610317,570$815,2480.11%
92FERRARI N VRACE1,681$811,8750.11%
93SALESFORCE INCCRM3,360$796,3200.11%
94NEXTERA ENERGY INCNEE-PW10,429$787,2850.11%
95JONES LANG LASALLE INCJLL2,250$671,1300.09%
96BECTON DICKINSON & COBDX3,524$659,5870.09%
97TEXAS INSTRS INC8825081043,555$653,1600.09%
98SCHLUMBERGER LTDSLB18,032$619,7600.08%
99ROYAL BK CDA7800871024,021$592,5270.08%
100ABBOTT LABSABLZF4,084$547,0110.07%
101MICRON TECHNOLOGY INCMU3,156$528,0620.07%
102CISCO SYS INCCSCO6,833$467,5140.06%
103THOMSON REUTERS CORPTMSOF2,965$460,3050.06%
104FASTENAL COFAST9,188$450,5800.06%
105INTERCONTINENTAL EXCHANGE IN45866F1042,543$428,4450.06%
106GE HEALTHCARE TECHNOLOGIES IGEHC5,210$391,2710.05%
107HOME DEPOT INCHD900$364,6710.05%
108ROCKWELL AUTOMATION INCROK1,000$349,5300.05%
109VERIZON COMMUNICATIONS INCVZ7,844$344,7440.05%
110VANGUARD INTL EQUITY INDEX F9220428744,164$332,2870.04%
111UBS GROUP AGUBS8,100$330,6380.04%
112ORACLE CORPORCL-PD1,170$329,0510.04%
113TMC THE METALS COMPANY INCTMCWW47,021$299,5240.04%
114AXON ENTERPRISE INCAXON414$297,1030.04%
115TESLA INCTSLA647$287,7340.04%
116QUALCOMM INCQCOM1,678$279,1520.04%
117VANGUARD INDEX FDS922908363444$271,8970.04%
118RTX CORPORATIONRTX1,623$271,5770.04%
119CHEVRON CORP NEWCVX1,700$263,9930.04%
120PHILIP MORRIS INTL INC7181721091,624$263,4130.04%
121PFIZER INCPFE9,960$253,7830.03%
122EQUINIX INCEQIX323$252,9870.03%
123FREEPORT-MCMORAN INCFCX6,214$243,7130.03%
124VANGUARD INDEX FDS922908769742$243,5020.03%
125STIFEL FINL CORP8606301022,080$236,0180.03%
126BROWN & BROWN INCBRO2,326$218,1560.03%
127DEERE & CODE447$204,3950.03%
128UNION PAC CORPUNP860$203,2780.03%
129DANAHER CORPORATION235851102930$184,3820.02%
130SHERWIN WILLIAMS COSHW511$176,9390.02%
131PALANTIR TECHNOLOGIES INCPLTR958$174,7580.02%
132WASTE MGMT INC DEL94106L109790$174,4560.02%
133ISHARES TR464288760821$171,8020.02%
134ADVANCED MICRO DEVICES INCAMD937$151,5970.02%
135L3HARRIS TECHNOLOGIES INCLHX495$151,1780.02%
136SCHWAB CHARLES CORPSCHW-PJ1,580$150,8430.02%
137EMERSON ELEC COEMR1,105$144,9540.02%
138AUTODESK INCADSK442$140,4100.02%
139CLOROX CO DELCLX1,135$139,9460.02%
140PURECYCLE TECHNOLOGIES INCPCTTW10,139$133,3280.02%
141INSULET CORPPODD425$131,2100.02%
142AMGEN INCAMGN450$126,9900.02%
143ALAMOS GOLD INC NEWAGI3,623$126,2600.02%
144STARBUCKS CORPSBUX1,457$123,2620.02%
145NXP SEMICONDUCTORS N VNXPI530$120,6970.02%
146COINBASE GLOBAL INCCOIN355$119,8090.02%
147GE VERNOVA INCGEV193$118,6760.02%
148FIRST TR EXCH TRD ALPHDX FD33737J2242,002$97,0340.01%
149AMPLIFY ETF TR0321086641,104$95,8270.01%
150WILLIAMS COS INC9694571001,398$88,5630.01%
151CVS HEALTH CORPCVS1,155$87,0750.01%
152INDIVIOR PLCINDV3,595$86,6750.01%
153ISHARES TR464288802632$85,7310.01%
154OMNICOM GROUP INCOMC1,042$84,9540.01%
155MARSH & MCLENNAN COS INC571748102420$84,6430.01%
156FIRST SOLAR INCFSLR361$79,6110.01%
157OTIS WORLDWIDE CORPOTIS862$78,8130.01%
158GENERAL MLS INC3703341041,552$78,2520.01%
159ALCON AGALC1,006$74,8530.01%
160SPROTT ASSET MANAGEMENT LPSII2,520$74,6420.01%
161BOEING COBA-PA345$74,4610.01%
162FAIR ISAAC CORPFICO48$71,8330.01%
163SUPER MICRO COMPUTER INCSMCI1,480$70,9510.01%
164INTERNATIONAL BUSINESS MACHSINTR245$69,1290.01%
165UNITED PARCEL SERVICE INCUPS805$67,2420.01%
166CAMECO CORPCCJ800$67,0880.01%
167APPLIED MATLS INC038222105324$66,3360.01%
168BANK MONTREAL QUE063671101500$65,1410.01%
169ALIBABA GROUP HLDG LTDBBAAY358$63,9850.01%
170LOCKHEED MARTIN CORPLMT128$63,8990.01%
171COPA HOLDINGS SACPA528$62,7370.01%
172KLA CORPKLAC56$60,4020.01%
173VANGUARD WORLD FD92204A70278$58,2370.01%
174UNILEVER PLCUNLYF964$57,1460.01%
175ASML HOLDING N VASMLF59$57,1170.01%
176CORTEVA INCCTVA825$55,7950.01%
177CAPITAL ONE FINL CORP14040H105260$55,2710.01%
178NOVO-NORDISK A SNONOF985$54,6580.01%
179VANGUARD WORLD FD921910725785$54,4550.01%
180OREILLY AUTOMOTIVE INC67103H107502$54,1210.01%
181VANGUARD INDEX FDS922908736112$53,7160.01%
182MERCK & CO INCMRK608$51,0290.01%
183DEUTSCHE BANK A GD181908981,432$50,3250.01%
184BLACKSTONE INCBX278$47,4960.01%
185SUN LIFE FINANCIAL INC.SUNFF776$46,5880.01%
186PNC FINL SVCS GROUP INC693475105220$44,2050.01%
187LAUDER ESTEE COS INC518439104501$44,1480.01%
188JACKSON FINANCIAL INCJXN-PA436$44,1360.01%
189COPART INCCPRT970$43,6210.01%
190BOSTON SCIENTIFIC CORPBSX430$41,9810.01%
191IDEXX LABS INC45168D10465$41,5280.01%
192ASTERA LABS INCALAB210$41,1180.01%
193MEDTRONIC PLCMDT428$40,7630.01%
194PERPETUA RESOURCES CORPPPTA2,014$40,7440.01%
195AT&T INCT-PC1,422$40,1570.01%
196STATE STR CORPSTT-PG330$38,2830.01%
197ETSY INCETSY568$37,7100.01%
198KEYSIGHT TECHNOLOGIES INCKEYS210$36,7330.00%
199KRANESHARES TRUST5007676781,103$35,7370.00%
200KEURIG DR PEPPER INCKDP1,272$32,4490.00%
201CATERPILLAR INCCAT63$30,0600.00%
202AGILENT TECHNOLOGIES INCA233$29,9060.00%
203HERC HLDGS INCHRI255$29,7480.00%
204WISDOMTREE TRWT232$29,7030.00%
205MORGAN STANLEYMS-PQ185$29,4080.00%
206RYANAIR HOLDINGS PLCRYAOF480$28,9060.00%
207CITIGROUP INCC-PR270$27,4050.00%
208EOG RES INCEOG235$26,3480.00%
209APPLIED DIGITAL CORPAPLD1,142$26,1970.00%
210ISHARES TR464288810420$25,2340.00%
211KIMBERLY-CLARK CORPKMB200$24,8680.00%
212GLOBAL X FDS37954Y830406$24,2830.00%
213ARCHER DANIELS MIDLAND COADM400$23,8960.00%
214SELECT SECTOR SPDR TR81369Y308300$23,5110.00%
215FIRST TR EXCHANGE-TRADED FD33733E500554$23,2460.00%
216AMPLIFY ETF TR032108557360$22,9270.00%
217KRAFT HEINZ COKHC850$22,1340.00%
218VIATRIS INCVTRS2,145$21,2350.00%
219INTERACTIVE BROKERS GROUP IN45841N107307$21,1250.00%
220ASTRAZENECA PLCAZN274$21,0210.00%
221SAP SESAPGF76$20,3080.00%
222APTIV PLCAPTV233$20,0890.00%
223LULULEMON ATHLETICA INCLULU110$19,5720.00%
224AMERICAN EXPRESS COAXP55$18,2690.00%
225VERALTO CORPVLTO152$16,2050.00%
226CHEMOURS COCC975$15,4440.00%
227MAGNITE INCMGNI703$15,3110.00%
228CANADIAN IMPERIAL BANK OF COCNDIF185$14,7800.00%
229SOUTHERN COSOMN150$14,2150.00%
230SANOFI SASNYNF298$14,0660.00%
231SHARKNINJA INCSN128$13,2030.00%
232SHELL PLCRYDAF178$12,7320.00%
233OCCIDENTAL PETE CORP674599105250$11,8130.00%
234DENISON MINES CORPDNN3,563$9,8030.00%
235ISHARES TR46428752336$9,7600.00%
236TEVA PHARMACEUTICAL INDS LTD881624209480$9,6960.00%
237RIOT PLATFORMS INCRIOT504$9,5910.00%
238RIO TINTO PLCRTNTF135$8,9110.00%
239GENERAL DYNAMICS CORPGD26$8,8660.00%
240BHP GROUP LTDBHPLF155$8,6410.00%
241MODERNA INCMRNA304$7,8520.00%
242MARKEL GROUP INCMKL4$7,6450.00%
243ENPHASE ENERGY INCENPH207$7,3260.00%
244CONOCOPHILLIPSCOP75$7,0940.00%
245VITESSE ENERGY INCVTS300$6,9690.00%
246WARNER BROS DISCOVERY INCWBD343$6,6990.00%
247CLEARFIELD INCCLFD194$6,6700.00%
248JANUS HENDERSON GROUP PLCJHG129$5,7420.00%
249INVESCO EXCH TRADED FD TR IIIVZ346$5,2140.00%
250ESAB CORPORATIONESAB46$5,1400.00%
251ADAMS DIVERSIFIED EQUITY FD006212104195$4,3480.00%
252BILL HOLDINGS INCBILL81$4,2910.00%
253GXO LOGISTICS INCORPORATEDGXO72$3,8080.00%
254CENOVUS ENERGY INCCVE201$3,4120.00%
255KENVUE INCKVUE184$2,9860.00%
256STRATEGY INCSTRK7$2,2550.00%
257TAKEDA PHARMACEUTICAL CO LTDTKPHF98$1,4350.00%
258ENOVIS CORPORATIONENOV46$1,3960.00%
259UNDER ARMOUR INCUA251$1,2520.00%
260UNDER ARMOUR INCUA252$1,2170.00%
261EMBECTA CORPEMBC38$5360.00%
262T-MOBILE US INCTMUSZ2$4190.00%
263CENOVUS ENERGY INCCVE16$1980.00%
264LIBERTY LATIN AMERICA LTDLILAB4$340.00%
265LIBERTY LATIN AMERICA LTDLILAB1$80.00%
266MICROBOT MED INCMBOT1$30.00%